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Applying Funneling with Constrained Connectors

Siebel Marketing allows you to define a constrained connector to enable stage funneling, which allows a target audience to be maintained throughout the entire flow. Funneling can be used between stages or between stages with specified Wait times. Constrained connectors can start from a Stage or Wait shape and end on a Stage or Wait shape. Funneling from one stage to another implies that the audience in the second stage is a subset of the targeted audience from the first stage.

If a stage repeats, then funneling the second stage implies that the audience set is restricted to the targeted audience in Stage 1, up until the current time, including all completed executions of the previous stage.

Funneling cross-references the qualified target audience of the previous stage from the Campaign History Table (through appropriately configured list format filters while pulling a list for the next stage).

NOTE:  Funneling is not supported if different target levels are used in Stage 1 and Stage 2 of a program.

To add a constrained connector to a program

1. Navigate to the Programs screen.
2. In the Programs list, click a program.
3. Click the Design view tab.
4. In the Program Flow workspace, navigate to the Connector object in the palette and change the Constrained attribute to ON by sliding the button to the left.
5. On a Stage or Wait shape, create a connector to another Stage or Wait shape.

   For information on creating connectors, see Connecting Objects.